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DocSpring (FormAPI) MCP connector

DocSpring (FormAPI) is a service that automates PDF form filling, signing, and document generation from templates. The DocSpring (FormAPI) MCP connector allows AI agents to generate PDFs from templates, merge multiple documents together, and manage submission data requests for form authentication. It also supports checking the status of combined submissions, creating custom files from uploads, and expiring merged document batches.

Authentication type

  • Basic Auth - Requires a username and password to be configured for the agent to access the service.

Uses

Use the DocSpring (FormAPI) MCP connector to perform the following actions:

  • Fill PDF forms with customer data automatically in bulk workflows
  • Generate signed PDFs from templates for contracts and agreements
  • Merge multiple PDFs into single documents for streamlined delivery
  • Organize PDF templates and submissions into folders for team collaboration
  • Track submission status and expiration dates across all generated documents
  • Create custom PDF files from cached uploads without manual processing
  • Collect form data through authenticated requests for secure submissions

Example prompts

Use the following example prompts to invoke DocSpring (FormAPI) MCP connector tools from your AI assistant or Boomi Connect workflow:

  • Generate 50 loan application PDFs from the template in DocSpring (FormAPI).
  • Show me all submissions created in the last week in DocSpring (FormAPI).
  • Merge these three generated PDFs into one document in DocSpring (FormAPI).
  • Create a new folder called 'Q4 Contracts' in DocSpring (FormAPI).
  • Check if the status of my batch job is complete in DocSpring (FormAPI).
  • Move my insurance template to the archived folder in DocSpring (FormAPI).
  • Expire the submission link for this customer agreement in DocSpring (FormAPI).
  • Fetch the JSON schema for the employment form template in DocSpring (FormAPI).
  • List all templates I have in DocSpring (FormAPI).
  • Generate a new PDF with these employee details in DocSpring (FormAPI).

DocSpring (FormAPI) MCP connector tools

The DocSpring (FormAPI) MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.

ToolDescription
testAuthenticationVerifies that your account credentials are valid and properly configured.
listCombinedSubmissionsRetrieves all merged PDF submissions from your account.
combineSubmissionsMerges multiple generated PDFs into a single document.
expireCombinedSubmissionMarks a merged PDF submission as expired and no longer accessible.
getCombinedSubmissionRetrieves the current status and details of a merged PDF.
combinePdfsCombines submission, template, or custom PDFs into one file.
createCustomFileFromUploadConverts a cached uploaded file into a reusable custom file.
getDataRequestRetrieves information about a specific form submission request.
updateDataRequestModifies the settings or status of an existing form request.
createDataRequestTokenGenerates an authentication token for secure form access.
listFoldersDisplays all folders in your account for organizing files.
createFolderCreates a new folder to organize and store documents.
deleteFolderRemoves a folder and its contents from your account.
moveFolderToFolderRelocates a folder into another folder.
renameFolderChanges the name of an existing folder.
listSubmissionsShows all PDF submissions created in your account.
batchGeneratePdfsCreates multiple PDFs at once from provided data.
getSubmissionBatchChecks the progress and results of a bulk PDF generation.
expireSubmissionMarks a PDF submission as expired and prevents access.
getSubmissionRetrieves the status and details of a generated PDF.
listTemplatesDisplays all PDF templates available in your account.
getTemplateRetrieves the status and information of an uploaded template.
updateTemplateModifies the settings or properties of an existing template.
addFieldsToTemplateAdds new fillable fields to an existing template.
copyTemplateCreates a duplicate of an existing template.
moveTemplateToFolderMoves a template into a specific folder.
getTemplateSchemaRetrieves the data structure required for a template.
getTemplatesSubmissionsLists all submissions generated from a specific template.
generatePDFCreates a new PDF by filling a template with provided data.
batchGeneratePdfV1Generates multiple PDFs from a template with different data sets.
getFullTemplateFetch the full template attributes.
createPDFTemplateFromUploadCreate a new PDF template from a cached presign upload.
createHTMLTemplateCreate a new HTML template.
getPresignUrlGet a presigned URL so that you can upload a file to our AWS S3 bucket.
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